Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,400
Closed -$128K 606
2024
Q3
$128K Sell
1,400
-4,300
-75% -$392K 0.06% 425
2024
Q2
$465K Buy
5,700
+4,100
+256% +$334K 0.28% 109
2024
Q1
$128K Buy
+1,600
New +$128K 0.31% 126